The iShares LifePath Target Date ETF series offers investors outside of a traditional defined-contribution plan access to one of the best options for hands-off saving for retirement.
Ishares Lifepath Target Date 2055 ETF ITDG
Morningstar’s Analysis ITDG
Will ITDG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ITDG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ITDG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 1000 ETF | 54.92 | 30M | — |
iShares Core MSCI Intl Dev Mkts ETF | 26.20 | 14M | — |
iShares Core MSCI Emerging Markets ETF | 11.96 | 6M | — |
iShares Russell 2000 ETF | 3.45 | 2M | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 1.98 | 1M | — |
iShares Core US REIT ETF | 1.31 | 710,236 | — |
BlackRock Cash Funds Treasury SL Agency | 0.18 | 96,669 | Cash and Equivalents |
USD CASH | 0.00 | 321 | Cash and Equivalents |
United States